SHARED LIVES PLUS LIMITED
Supports people and local organisations UK-wide to deliver and develop Shared Lives and Homeshare as community and family-based support for older and disabled people
Objects
TO ASSIST AND RELIEVE DISABLED PEOPLE, OR VULNERABLE OR DISADVANTAGED PEOPLE, WHO ARE IN NEED BECAUSE OF THEIR YOUTH, AGE, ILL HEALTH, DISABILITY, FINANCIAL HARDSHIP OR OTHER DISADVANTAGE AND IN PARTICULAR (BUT WITHOUT PREJUDICE TO THE GENERALITY OF THE FOREGOING), IN RELATION TO THEIR ACCOMMODATION, CARE AND SUPPORT.
Financial health, per its FY2025 accounts
The accounts state that the charity posted a small surplus of £20,135 for the year ended 31 March 2025, reversing a deficit from the previous year. Per the trustees' report, unrestricted reserves stood at £377,320, which includes £215,546 in designated funds set aside for future risks, while free unrestricted reserves were £245,546. The trustees consider this level of reserves sufficient to cover winding-up costs and ensure continuity of activities in the event of a significant drop in funding.
What the accounts disclose
“It is the policy of the charity that unrestricted funds which have not been identified as designated funds (covering outstanding leases and essential salaries for three months) should be at least £218k.” — page 41
Policies the charity declares
- Bullying and harassment policy and procedures
- Complaints handling
- Complaints policy and procedures
- Conflicting interests
- Financial reserves policy and procedures
- Internal charity financial controls policy and procedures
- Internal risk management policy and procedures
- Investing charity funds policy and procedures
- Investment
- Paying staff
- Risk management
- Safeguarding policy and procedures
- Safeguarding vulnerable beneficiaries
- Serious incident reporting policy and procedures
- Social media policy and procedures
- Trustee conflicts of interest policy and procedures
- Trustee expenses policy and procedures
- Volunteer management
From the charity’s annual return (Part A, self-declared)
Self-declared on the annual return for the financial year ending 31/03/2025
- Employees paid over £60,000: 2 (£60,001–£70,000: 1; £80,001–£90,000: 1)
Self-declared on the annual return for the financial year ending 31/03/2024
- Employees paid over £60,000: 2 (£60,001–£70,000: 1; £80,001–£90,000: 1)
Self-declared on the annual return for the financial year ending 31/03/2023
- Government income: £181,144 — contracts £181,144 (1); 9% of the £2,056,657 total gross income on the same return
- Employees paid over £60,000: 2 (£60,001–£70,000: 1; £70,001–£80,000: 1)
Funders the charity credits
- National Lottery Awards For All Scotland
- National Lottery Awards For All
Structured financials (annual return, FY ending 31/03/2025)
Trustees
- Aisling Duffy
- Andrea Mary Sutcliffe
- Ben Marcus Grimes
- Claire Rachel Morphet
- David Matthews
- Emma Victoria Williams
- IAN EDWARD COLEMAN
- Katie Jane Allen
- Lorraine Suzanna Mighty
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 31/03/2025 | £1.5m | £1.5m |
| 31/03/2024 | £1.6m | £1.6m |
| 31/03/2023 | £2.1m | £2.4m |
| 31/03/2022 | £2.0m | £1.9m |
| 31/03/2021 | £1.8m | £1.7m |
Common questions
Is SHARED LIVES PLUS LIMITED financially healthy?
Per its FY2025 accounts: The accounts state that the charity posted a small surplus of £20,135 for the year ended 31 March 2025, reversing a deficit from the previous year. Per the trustees' report, unrestricted reserves stood at £377,320, which includes £215,546 in designated funds set aside for future risks, while free unrestricted reserves were £245,546. The trustees consider this level of reserves sufficient to cover winding-up costs and ensure continuity of activities in the event of a significant drop in funding. Its FY2025 accounts were audited by MHA.
Who funds SHARED LIVES PLUS LIMITED?
Funders whose own accounts filings name SHARED LIVES PLUS LIMITED as a grant recipient include MOONDANCE FOUNDATION, THE FIDELITY UK FOUNDATION, THE RAYNE FOUNDATION, THE PEARS FAMILY CHARITABLE FOUNDATION, THE SEGELMAN TRUST.
Known funders
| Funder | Year | Amount | Purpose (as stated by the funder) |
|---|---|---|---|
| MOONDANCE FOUNDATION | FY2023 | £500k | |
| THE FIDELITY UK FOUNDATION | FY2023 | £276k | Health and wellbeing |
| THE RAYNE FOUNDATION | FY2025 | £150k | Live More - growing shared lives support for people with dementia |
| THE RAYNE FOUNDATION | FY2023 | £90k | Towards a pilot Shared Lives model for young people leaving care with mental health issues or learning disabilities. |
| THE PEARS FAMILY CHARITABLE FOUNDATION | FY2021 | £80k | Core Funding renewal |
| THE SEGELMAN TRUST | FY2025 | £80k | development of the Care Leavers Programme |
| THE SEGELMAN TRUST | FY2024 | £80k | development of the Shared Lives Care Leavers programme |
| THE HEADLEY TRUST | FY2025 | £70k | Towards employing an officer to develop Shared Lives schemes for autistic care leavers. |
| THE HEALTH FOUNDATION | FY2024 | £58k | Supporting radical innovation and improvement in health and care services |
| FUSION21 FOUNDATION | FY2023 | £50k | Taroe Trust |
| THE MERCERS CHARITABLE FOUNDATION | FY2023 | £47k | Older People & Housing Programme |
| THE MERCERS CHARITABLE FOUNDATION | FY2022 | £45k | Older People & Housing Programme |
| THE DULVERTON TRUST | FY2026 | £40k | Core Costs |
| THE HEALTH FOUNDATION | FY2023 | £29k | Supporting radical innovation and improvement in health and care services |
| MOONDANCE FOUNDATION | FY2022 | £24k | Causes in Wales |
| FUSION21 FOUNDATION | FY2024 | £15k | Mainstream grants programme |
| HALLMARK CARE HOMES FOUNDATION | FY2026 | £10k | |
| FUSION21 FOUNDATION | FY2022 | amount not stated |
Government & lottery funding
| Funder | Date | Amount | Purpose |
|---|---|---|---|
| The National Lottery Community Fund | 06/09/2022 | £10k | Shared Lives Plus Domestic Abuse Project |
| The National Lottery Community Fund | 18/02/2022 | £10k | Shared Lives Plus Ambassador Programme |
| UK government | 21/01/2021 | £321k | The Tribe Project |
| The Mercers' Company | 04/12/2019 | £139k | Grant to Shared Lives Plus |
| UK government | 01/04/2019 | £105k | CSC Innovation Programme |
| UK government | 01/04/2019 | £120k | Shared Lives Plus |
| The National Lottery Community Fund | 17/12/2018 | £1.9m | Sharing homes and lives across the UK |
| UK government | 01/04/2018 | £94k | Shared Lives Plus |
| UK government | 01/06/2016 | £77k | Shared Lives Plus Ltd |
| The National Lottery Community Fund | 23/12/2013 | £1.5m | Sharing More Lives |
| Calderdale Metropolitan Borough Council | — | £40 | SS |
| Calderdale Metropolitan Borough Council | — | £40 | 46 |
| Calderdale Metropolitan Borough Council | — | £22 | SS |
| Calderdale Metropolitan Borough Council | — | £53 | SS |
| Calderdale Metropolitan Borough Council | — | £99 | SS |
| Calderdale Metropolitan Borough Council | — | £21 | 46 |
| Calderdale Metropolitan Borough Council | — | £90 | 46 |
| Calderdale Metropolitan Borough Council | — | £35 | 46 |
| Calderdale Metropolitan Borough Council | — | £610 | 46 |
| Calderdale Metropolitan Borough Council | — | £40 | SS |
| Calderdale Metropolitan Borough Council | — | £22 | SS |
| Calderdale Metropolitan Borough Council | — | £52 | 46 |
| Calderdale Metropolitan Borough Council | — | £99 | SS |
| Calderdale Metropolitan Borough Council | — | £97 | 46 |
| Calderdale Metropolitan Borough Council | — | £53 | SS |
Funders of similar charities
| Funder | Similar charities funded | Amount to them |
|---|---|---|
| THE MOULDING FOUNDATION | 1 | £40k |
| THE BALLINGER CHARITABLE TRUST | 1 | £40k |
| MARR-MUNNING TRUST | 1 | £30k |
| ALLAN AND NESTA FERGUSON CHARITABLE SETTLEMENT | 1 | £20k |
| THE WILL CHARITABLE TRUST | 1 | £20k |
| THE EVAN CORNISH FOUNDATION | 1 | £18k |
| TARPORLEY WAR MEMORIAL HOSPITAL TRUST | 1 | £17k |
| THE PETER STEBBINGS MEMORIAL CHARITY | 1 | £8k |
Charities like this
- SHARING LIFE TRUST
- TEAMS LIFE CENTRE
- SHARED INTEREST FOUNDATION
- THE PENDERELS TRUST LIMITED
- INDEPENDENT LIVES (DISABILITY)
- SUPPORTING LIVES
Side by side with its peers
| Charity | Income | Top pay band | Staff >£60k | Reserves vs policy | Fundraising cost | Going concern |
|---|---|---|---|---|---|---|
| SHARED LIVES PLUS LIMITED | £1.5m | — | — | above | — | no doubt |
| SHARING LIFE TRUST | £114k | — | 0 | above | — | no doubt |
| TEAMS LIFE CENTRE | £178k | — | 0 | below | — | no doubt |
| SHARED INTEREST FOUNDATION | £683k | — | 0 | above | 3.5% | no doubt |
| THE PENDERELS TRUST LIMITED | £9.5m | — | 1 | above | — | no doubt |
| INDEPENDENT LIVES (DISABILITY) | £3.3m | £70,000-£80,000 | 1 | unclear | — | no doubt |